Renaissance Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$150,893,604
Total clients
334
7% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
167
Average account size
$451,777
About
Renaissance Advisors provides discretionary asset management, financial planning and ERISA 3(21) retirement‑plan advisory services to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm documents client goals, constructs personalized investment programs and delivers ongoing portfolio monitoring and plan‑level reporting.
Portfolios are managed to clients’ stated objectives, time horizons and risk tolerance using a mix of fundamental, technical, charting and cyclical analysis, with periodic reviews at least quarterly. Like most peers, Renaissance generally charges asset‑based advisory fees for its discretionary management and offers financial planning as a separate service.
A comparatively uncommon feature of Renaissance’s practice is that it offers performance‑based compensation arrangements to eligible clients, using a high‑water‑mark methodology alongside asset‑based fees — an arrangement noted as rare among supported firms. The brochure also discloses that the firm’s principal is a licensed insurance agent who offers insurance products for separate compensation (about 5% of his time), a potential conflict the firm describes and says it mitigates.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees between $1,500 and $3,000 depending on complexity.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
For qualified clients: 0.75% asset-based management fee plus 10% performance fee on gains above a high-water mark.
Main office location
Renaissance Advisors
602 Steed Road Suite 110
Ridgeland MS 39157, United States
Number of offices
1
Most active in
Louisiana · Mississippi · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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